Buckley Wealth Management’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $781K | Sell |
1,103
-97
| -8% | -$68.7K | 0.23% | 75 |
|
|
2025
Q1 | $656K | Hold |
1,200
| – | – | 0.2% | 80 |
|
|
2024
Q4 | $687K | Hold |
1,200
| – | – | 0.21% | 74 |
|
|
2024
Q3 | $594K | Hold |
1,200
| – | – | 0.18% | 79 |
|
|
2024
Q2 | $543K | Sell |
1,200
-100
| -8% | -$45.2K | 0.17% | 79 |
|
|
2024
Q1 | $543K | Sell |
1,300
-100
| -7% | -$41.8K | 0.17% | 81 |
|
|
2023
Q4 | $540K | Hold |
1,400
| – | – | 0.19% | 80 |
|
|
2023
Q3 | $453K | Hold |
1,400
| – | – | 0.17% | 83 |
|
|
2023
Q2 | $452K | Hold |
1,400
| – | – | 0.15% | 89 |
|
|
2023
Q1 | $458K | Hold |
1,400
| – | – | 0.17% | 85 |
|
|
2022
Q4 | $481K | Sell |
1,400
-16
| -1% | -$5.49K | 0.18% | 83 |
|
|
2022
Q3 | $415K | Hold |
1,416
| – | – | 0.15% | 91 |
|
|
2022
Q2 | $421K | Buy |
1,416
+16
| +1% | +$4.76K | 0.14% | 98 |
|
|
2022
Q1 | $462K | Hold |
1,400
| – | – | 0.13% | 102 |
|
|
2021
Q4 | $536K | Hold |
1,400
| – | – | 0.16% | 96 |
|
|
2021
Q3 | $529K | Hold |
1,400
| – | – | 0.17% | 89 |
|
|
2021
Q2 | $531K | Hold |
1,400
| – | – | 0.18% | 86 |
|
|
2021
Q1 | $458K | Hold |
1,400
| – | – | 0.17% | 86 |
|
|
2020
Q4 | $369K | Hold |
1,400
| – | – | 0.15% | 94 |
|
|
2020
Q3 | $281K | Hold |
1,400
| – | – | 0.13% | 97 |
|
|
2020
Q2 | $277K | Hold |
1,400
| – | – | 0.13% | 107 |
|
|
2020
Q1 | $216K | Hold |
1,400
| – | – | 0.12% | 107 |
|
|
2019
Q4 | $322K | Hold |
1,400
| – | – | 0.15% | 109 |
|
|
2019
Q3 | $290K | Buy |
1,400
+400
| +40% | +$82.9K | 0.14% | 115 |
|
|
2019
Q2 | $205K | Buy |
+1,000
| New | +$205K | 0.1% | 145 |
|